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Thematic Library

  • Tech Themes For 2017

    14 February 2017

    Tech Themes For 2017

    As technology evolves, new themes and opportunities open up for investors. As featured in Citywire, Mark Hawtin, GAM Investment Director, puts forward his thematic predictions for 2017, and explains why the future is not in handsets...

  • Themes and Trends for Luxury in 2017

    9 February 2017

    Themes and Trends for Luxury in 2017

    After three painful years, the luxury sector is turning a corner. This shift is bringing new investment opportunities, but GAM investment director Scilla Huang Sun believes that the recovery will not be uniform across the sector, meaning careful stock selection is key. She presents the trends and themes to watch this year.

  • Change is in the Air

    7 February 2017

    Change is in the Air

    Tim Haywood, investment director for absolute return strategies looks ahead to 2017 where, after a year of shock results and unexpected outcomes, two signs of change have materialised on the fixed income horizon.

  • Has China put the Brake on M&A?

    17 January 2017

    Has China put the Brake on M&A?

    Roberto Bottoli, manager of GAM’s merger arbitrage strategy, discusses the significance of new capital controls measures imposed by China, namely restrictions on outbound mergers and acquisitions, and whether the political standoff between China and other countries on cross-border M&A is likely to be resolved.

  • From Cyborg to Cyber Monday

    28 December 2016

    From Cyborg to Cyber Monday

    The 1980s AI brought fears of a Terminator-style cyborg uprising, where humans became enslaved by their robotic overlords. This time round the big developments are focused around specific goals with more subtle impacts, namely in the areas of online shopping and digital butlers. Mark Hawtin and Chris Woodcock discuss the investment potential.

  • Healthcare 2017: The Postelection Comeback

    15 December 2016

    Healthcare 2017: The Postelection Comeback

    Given an environment conducive to merger and acquisition (M&A) activity, Christophe Eggman, investment director for healthcare equities, looks ahead to 2017 and beyond with a sense of optimism.

  • Inflation is Returning

    6 December 2016

    Inflation is Returning

    Bond markets are selling off and investors’ year-to-date gains are melting. Higher inflation expectations have lately re-appeared on the list of market concerns. Bernhard Urech, a fixed income manager at GAM, points towards inflation-linked bonds as an effective way to hedge against this worry. But before rushing into the asset class, there are a few things to consider.

  • Rocky Mountain High

    3 November 2016

    Rocky Mountain High

    John Lambert, investment director, digs deeper into the gold price and what investors can learn from its recent moves.

  • Beneath the Sizzle of Artificial Intelligence

    26 October 2016

    Beneath the Sizzle of Artificial Intelligence

    Dr Ewan Kirk, CIO and founder of Cantab Capital Partners, which is now part of GAM Systematic, discusses artificial intelligence and machine learning.

  • Bank Regulation Creates Opportunities

    13 October 2016

    Bank Regulation Creates Opportunities

    Grégoire Mivelaz takes a deep dive into bank regulation to highlight investment opportunities. He is a fixed income manager at Atlanticomnium SA, which manages several GAM credit strategies.

  • Is Your Diversified Portfolio a Single Factor Bet?

    4 October 2016

    Is Your Diversified Portfolio a Single Factor Bet?

    As fundamentals have largely been forgotten since 2010, positioning with the view that they will drive asset prices in the near-term introduces single-factor bet risk into a portfolio, however diversified the underlying holdings. So how can investors truly diversify when the market is expensive and not rewarding fundamentals? Anthony Lawler and Adam Glinsman look at how systematic strategies can reduce your factor risk.

  • OPEC Oil Decision

    29 September 2016

    OPEC Oil Decision

    Roberto Cominotto, portfolio manager for energy equities at GAM, comments on the OPEC meeting outcome.

  • Will Electric Vehicles Kill Oil Demand?

    6 September 2016

    Will Electric Vehicles Kill Oil Demand?

    As featured on CNBC, Roberto Cominotto, investment director for energy equities, outlines his views on the impact for oil demand.

  • Commercial Real Estate after Brexit

    25 August 2016

    Commercial Real Estate after Brexit

    Jon Rickert, investment director at GAM, looks at the impact of Brexit on commercial real estate markets and explains why he believes a market value decline will be limited.

  • It Bags – Arm Candy or an Investment Piece?

    18 August 2016

    It Bags – Arm Candy or an Investment Piece?

    When markets go nowhere fast, investors turn to more unconventional assets in the hope of wealth appreciation. Tangible assets such as real estate, wine, art and luxury goods can often get overlooked in good times, but their appeal improves when traditional investments stagnate.

  • Tightening Oil Market

    11 August 2016

    Tightening Oil Market

    Roberto Cominotto, who manages energy-related portfolios at GAM, sticks to his forecast for a tightening oil market.

  • Online Interest Drives Offline Sales

    4 August 2016

    Online Interest Drives Offline Sales

    As featured in the Huffington Post, Mark Hawtin and Amanda Lyons of the GAM Tech Team look at the investment case around online apparel retail.

  • Pokémon Go: Hype or Reality?

    22 July 2016

    Pokémon Go: Hype or Reality?

    Pokémon Go downloads exceeded 15 million in the first week making it the fastest adopted game in history. Nintendo’s share price shot up by 75% as investors get sucked into the hype. Shares have been heavily shorted on the grounds that the Japanese retail investor is well known for loving a craze. So what is the reality?

  • Biopharma: Healthy Returns Ahead

    12 July 2016

    Biopharma: Healthy Returns Ahead

    After a challenging nine months, healthcare investors can look forward to a turnaround in the sector’s fortunes. Christophe Eggmann, investment director for healthcare equities, explains why the sector is set up for a successful second half with plenty of opportunities in biopharma.

  • Equity Mind Set for Fixed Income Success

    30 June 2016

    Equity Mind Set for Fixed Income Success

    Larry Hatheway recently moderated a discussion on subordinate debt and mortgaged-backed securities, presented by Anthony Smouha and Gary Singleterry. Both approaches offer compelling risk-adjusted returns in a world of otherwise unattractive fixed income valuations.

  • Art is Emotional

    13 June 2016

    Art is Emotional

    With the Art Basel coming up – probably the world’s most famous international art fair – it is worth pondering what makes art, and the luxury world more generally, so fascinating. Scilla Huang Sun, manager of a luxury goods equity strategy at GAM, gives her view on what art and luxury goods have in common.

  • Natural Gas Rally Imminent?

    31 May 2016

    Natural Gas Rally Imminent?

    Roberto Cominotto, investment manager for energy equities, explains why he believes natural gas prices in the US should rise substantially over the coming 12 months.

  • UK Commercial Real Estate: An Uneven Recovery?

    26 May 2016

    UK Commercial Real Estate: An Uneven Recovery?

    Is the UK commercial property market nearing a peak? Investment Director Jon Rickert investigates opportunities for real estate debt investors.

  • Off the Beaten Track

    18 May 2016

    Off the Beaten Track

    Subordinated debt – worth a look for yield-starved investors. Anthony Smouha, CEO of Geneva-based Atlanticomnium, explains why he believes that junior debt could be an attractive investment proposition.

  • Diamonds Regain Sparkle

    10 May 2016

    Diamonds Regain Sparkle

    Few investments can evoke such powerful emotions like diamonds. But unless you are admiring an engagement ring, it pays off to keep a cool head and consider all factors that may affect your returns. Portfolio Manager Evelyne Pflugi is doing just that.

  • Consumers to Pay for O2/Three Merger Block

    5 May 2016

    Consumers to Pay for O2/Three Merger Block

    Niall Gallagher, Investment Director, and Chris Sellers, Investment Analyst discuss why consumers will pay the price for rejection of Three/O2 merger

  • Tapping the Network

    4 May 2016

    Tapping the Network

    LinkedIn, Amazon and Facebook have all surprised the market with the strong earnings and/or revenue growth they experienced in the first quarter. Investment Director Mark Hawtin puts the results into perspective.

  • Investing in Cat Bonds

    19 April 2016

    Investing in Cat Bonds

    Dr John Seo, Co-Founder and Managing Principal at Fermat Capital Management LLC, talks about catastrophe bonds and why they may be an option for investors in a low yield environment.

  • Oil: The Turning Point is at Hand

    13 April 2016

    Oil: The Turning Point is at Hand

    Roberto Cominotto, Investment Director for energy equities, is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.

  • Cloud: Why Bother?

    29 March 2016

    Cloud: Why Bother?

    Why does anyone bother investing in cloud companies? Mark Hawtin, Investment Director, and Chris Woodcock, Consultant, investigate.

  • Twitter Turns Ten

    21 March 2016

    Twitter Turns Ten

    On its 10th anniversary, the success of Twitter as a media asset is clear. But as an investment, the story is less cut and dry, according to Investment Director and technology equity specialist Mark Hawtin.

  • Major Banks: Bonds and Equities go Their Separate Ways

    17 March 2016

    Major Banks: Bonds and Equities go Their Separate Ways

    Some household names in the European bank sector have recently disappointed markets with sizeable losses. For Anthony Smouha, CEO at Geneva-based Atlanticomnium SA, which is a manager of several GAM funds, this is no cause for alarm.

  • Trend-spotting at Geneva Motor Show

    15 March 2016

    Trend-spotting at Geneva Motor Show

    Oliver Maslowski, portfolio manager of a German value strategy, comments on the latest industry trends at the Geneva International Motor Show 2016

  • LSE Alternative Investments  Conference

    3 March 2016

    LSE Alternative Investments Conference

    Alexander Friedman, Group CEO of GAM, spoke at the LSE Alternative Investments Conference in London in January 2016 about financial markets and how cosmology may help us better understand them.

  • Best of CES

    9 February 2016

    Best of CES

    Mark Hawtin, Investment Director, reports on the five most interesting things that happened at CES 2016.

  • Smarter than Smart

    21 January 2016

    Smarter than Smart

    Scilla Huang Sun, Investment Director, comments on prospects for luxury watch brands amid the China slowdown and increasing competition.

  • The Robocar Rises

    10 December 2015

    The Robocar Rises

    Mark Hawtin and David Goodman look at the industry disruption expected by self-driving car technology.

  • Power Out

    26 November 2015

    Power Out

    Why can’t I use my smartphone for longer? Challenges and opportunities in battery technology.

  • Paris Climate Summit – A turning point for investor sentiment or just hot air?

    24 November 2015

    Paris Climate Summit – A turning point for investor sentiment or just hot air?

    Expectations for the Paris Climate Conference are generally low. Roberto Cominotto, Investment Director at GAM, comments why this summit is different from others and what potential implications for investors are.

  • Drones to Map, Connect... and Save the World?

    10 November 2015

    Drones to Map, Connect... and Save the World?

    Mark Hawtin and David Goodman look at the rise of the drone and how its data-gathering abilities present serious investment potential.

  • Energy Bull Market?

    27 October 2015

    Energy Bull Market?

    Roberto Cominotto, Investment Director at GAM, comments on the outlook for oil prices.

  • Drug Pricing Threat?

    23 October 2015

    Drug Pricing Threat?

    Christophe Eggmann, Investment Director, comments on whether the current drug pricing discussions in the US change his views on healthcare stocks.

  • The Internet of Things – How Investors Can Benefit

    13 October 2015

    The Internet of Things – How Investors Can Benefit

    Mark Hawtin, Investment Director, explains what the internet of things is all about and how it changes our lives and the world around us. He also discusses investment ideas.

  • Gold is Hooked to the US Economy

    1 October 2015

    Gold is Hooked to the US Economy

    Stephan Mueller, precious metals expert at GAM, takes a look at the factors that influence the price of gold.

  • How Open is the Internet?

    25 September 2015

    How Open is the Internet?

    As online traffic and streaming demands grow, the debate as to how neutral is the Internet is heating up. Mark Hawtin, Investment Director, takes a detailed look at the landscape.

  • The Perimeter is Dead

    22 September 2015

    The Perimeter is Dead

    It’s not a matter of ‘if’, but ‘when’ you get hacked. Mark Hawtin, Investment Director at GAM, goes beyond security scaremongering to examine the challenges that are moving the investment cycle from firewall names to fresh opportunities.

  • Demand for Luxury Remains Strong

    17 September 2015

    Demand for Luxury Remains Strong

    As Fashion Week events in London, Milan and Paris kicks off these days, with designers showcasing their spring/summer 2016 collections, Scilla Huang Sun, luxury brands expert, highlights the fashion brands best positioned for growth.

  • No More ‘Tech-no’ in the UK

    14 September 2015

    No More ‘Tech-no’ in the UK

    Tech-sector developments suggest Britain is ready to shed its uneasy relationship with innovation. Julian Howard, Investment Director, sees this as great news for both the economy and the stock market.

  • Are European Banks a Buy?

    24 August 2015

    Are European Banks a Buy?

    Niall Gallagher, Investment Director, answers the question "Why do you hold so few banks in your portfolios?"

  • Lean in Vs Lean out: Music Streaming Giants Go Head to Head

    14 August 2015

    Lean in Vs Lean out: Music Streaming Giants Go Head to Head

    As the battle between Apple Music and Spotify heats up, Mark Hawtin and Amanda Lyons, GAM Tech Team, put the industry’s leading offerings head to head.

  • Oil Majors Hit by the Oil Price Slump

    3 August 2015

    Oil Majors Hit by the Oil Price Slump

    Comment from Roberto Cominotto, Investment Manager

  • Energy Sector: Small and mid Caps to Emerge Strongest from the Oil Crisis

    29 July 2015

    Energy Sector: Small and mid Caps to Emerge Strongest from the Oil Crisis

    Comment from Evelyne Pflugi, Investment Manager

  • Five Unexpected Ways People Use Drones

    14 July 2015

    Five Unexpected Ways People Use Drones

    Mark Hawtin, Investment Director, responsible for GAM’s technology strategies, looks into the rise of the drone.

  • Tech Shifts Spawn Fresh Multi-billion Dollar Industries

    3 July 2015

    Tech Shifts Spawn Fresh Multi-billion Dollar Industries

    Comment from Mark Hawtin, Investment Director

  • Tesla Launches Solar Battery Race

    17 June 2015

    Tesla Launches Solar Battery Race

    Roberto Cominotto, Investment Director responsible for GAM’s Energy Transition strategies, explains how in theory a solar/battery system would allow homeowners in sunny regions to completely disconnect from their utility.

  • Cancer Immunotherapy – Turning Cancer into a Chronic Disease

    15 June 2015

    Cancer Immunotherapy – Turning Cancer into a Chronic Disease

    Christophe Eggmann, Investment Director, responsible for GAM’s health innovation strategies explains why cancer immunotherapy is considered a quantum leap in cancer patient survival and has the potential to revolutionize cancer treatment.

  • Big Data, Big Problem

    8 June 2015

    Big Data, Big Problem

    Mark Hawtin looks into the opportunities and risks associated with the rise of big data.

  • Developments From The Mobile World Congress

    13 April 2015

    Developments From The Mobile World Congress

    In what is pitched to be ‘the year of the wearable’ Mark Hawtin takes a look at some of the key developments from the 2015 Mobile World Congress convention.

  • Technological Acceleration - Investment Themes for 2015

    13 March 2015

    Technological Acceleration - Investment Themes for 2015

    Mark Hawtin examines some of the leading industry developments that offer the most promising investment potential.

  • The MBS Opportunity

    28 November 2014

    The MBS Opportunity

    Too good to miss.

  • Oil Be Back

    28 November 2014

    Oil Be Back

    Why crude has fallen and what it means for investors.

  • The Smart Side of Luxury

    20 November 2014

    The Smart Side of Luxury

    Technology expert Mark Hawtin and luxury brands specialist Scilla Huang Sun delve into the evolution of smart technology and its influence on the luxury goods sector.